See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,885 | $57,065+59.3% | $75,670+20.1% | $70,131+29.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 18.17% | 23.57%-5.4pp | 27.34%-9.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $8,340 | $1,817+359.1% | $2,352+254.6% | $2,342+256.0% |
| Participant deferral / active EE | $4,102 | $2,580+59.0% | $3,142+30.5% | $3,332+23.1% |
| Admin fee / account holder | $294 | $3,825-92.3% | $5,800-94.9% | $4,645-93.7% |